About us
Helvetica Advisors was established in November 29, 2010 and is registered and authorized by FINMA for the activity of asset manager pursuant to art. 2 cov. 1 letter a of the Federal Law on Financial Institutions of 15 June 2018

The Company was born with the task of bringing the market experience gained by its founders, through :

  • The creation and management of the most common open-end investment funds that reflect the needs of investors.
  • The management of a common investment fund closed-end.
  • Individual management of investment portfolios on behalf of both institutional investors both private clients.
Stefano Senni
C.E.O.

From 1989 he exerts as a renowed consultant within the Finance sector until 2010 when he joins the work group of Helvetica AdviHsor.
He obtains In 2015 the Swiss Cross-Border Wealth Management Certification for Independet Asset Manager Market Italy





Luca Genazzini
C.F.O

Degree in economics and business with authorization to run both the professions of financial fiduciary and of fiduciary accountant.
For years in the financial industry, he has collaborated in the creation of renowned investment funds.
He is also a Tax expert regarding Swiss and international regulations and is responsible for corporate compliance.

Emanuela Loi
Director of Customer Relationships

With the experience gained in the sector of Chartered Accountants and Tax Advisory in a specialized firm, she gets into the Administrative Consultant roles in the insurance field  in 2000 with various companies employing her skills in a full time basis.
The positive reaction of customers gets her to the role of Director of Customer Relationships from 2014.

Samuel Zocchetti
IT Manager

Manage information technology and computer systems
Design, develop, implement and coordinate IT systems, policies and procedures
Working closely with other department Managers to assess the growth needs and maintenance of the company’s IT infrastructure
Preparing risk analyses and financial, investment and asset management reports
Creating, organizing and managing client portfolios
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Helvetica Advisors S.A.
Via Pioda, 12 - 6900 Lugano (CH)

Email Address & Phone Number
+41.919226946 Phone
+41.919226947 Fax